Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.98B
AUM Growth
+$693M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,946
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$12.7M
3
+$10.3M
4
PCF
High Income Securities Fund
PCF
+$9.08M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.51M

Top Sells

1
+$10.6M
2
+$8.22M
3
+$7.21M
4
PGX icon
Invesco Preferred ETF
PGX
+$6.72M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.49M

Sector Composition

1 Technology 11.9%
2 Healthcare 5.58%
3 Financials 4.75%
4 Consumer Discretionary 4.7%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$427K 0.01%
28,394
+2,973
1277
$427K 0.01%
5,543
+790
1278
$426K 0.01%
3,230
-778
1279
$426K 0.01%
16,623
+4,193
1280
$426K 0.01%
15,776
+4,050
1281
$425K 0.01%
18,085
+2,622
1282
$425K 0.01%
40,951
-250
1283
$425K 0.01%
4,435
-1,269
1284
$424K 0.01%
3,193
+428
1285
$422K 0.01%
9,881
-1,075
1286
$420K 0.01%
1,433
-47
1287
$420K 0.01%
34,027
+2,829
1288
$419K 0.01%
1,438
-225
1289
$418K 0.01%
11,056
-180
1290
$417K 0.01%
+16,096
1291
$417K 0.01%
29,423
+1,175
1292
$417K 0.01%
4,014
+117
1293
$417K 0.01%
5,794
-25
1294
$415K 0.01%
5,601
+385
1295
$414K 0.01%
1,668
-4
1296
$414K 0.01%
16,096
+3,742
1297
$413K 0.01%
2,632
+69
1298
$413K 0.01%
36,900
+9,300
1299
$412K 0.01%
21,659
+2,914
1300
$412K 0.01%
8,414
-733
50 51
52
53 54